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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,943 | $69,118-87.1% | $53,647-83.3% | $138,895-93.6% |
| Participation rate | 68.4% | 64.0%+4.4pp | 56.3%+12.1pp | 79.9%-11.5pp |
| Annual return | 20.24% | 248.26%-228.0pp | 358.33%-338.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,277 | $1,189+7.4% | $962+32.8% | $4,194-69.6% |
| Participant deferral / active EE | $1,618 | $2,274-28.9% | $1,813-10.8% | $6,396-74.7% |
| Admin fee / account holder | $2,589 | $2,724-4.9% | $2,460+5.3% | $12,562-79.4% |